Helping our clients and their families Since 1992

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Wealth Management In Brea

Our firm is here to help you gain the financial freedom you deserve.

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Our Client-Centric Approach

Our approach to serving our clients is simple: build strong, long-term partnerships that help our clients gain success in whatever way they define success. If you are tired of transaction-based financial advice, then call Lighthouse Financial in Brea.

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Our goal is to wrap our arms around a client’s entire financial situation by using our knowledge to shepherd them through different life stages as efficiently and with the best results possible.

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Our Wealth Management Services

Servicing excellence

We provide a holistic approach to the three most critical financial areas of a client’s life in order to support success up to and through retirement. By creating a genuine relationship with you, our financial professionals will be better able to help you with:

  • Retirement Planning
  • Investment Management
  • Tax Planning

Our Professional team

Of Wealth Managers Will Be With You From A to Z

The advisors and employees of Lighthouse Financial have built a company culture based on the belief that the way to achieve your investment goals is by working with you individually.

As a Lighthouse client, it’s our goal to keep you in the driver’s seat to your own financial success.

Robert G. McDaniel

Robert G. McDaniel

CEO, OWNER

Robert G. McDaniel

Robert G. McDaniel

PRESIDENT & CHIEF OPERATING OFFICER
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Rob joined the firm in 1998 and currently serves as the President and Chief Operating Officer. As a principle of Lighthouse, Rob is responsible for day-to-day management of the firm. During his long tenure, Rob has transformed the business into a true full-service wealth management firm. Over the years, he has held and supervised nearly every role in the firm, including financial planning, investment management, tax preparation, and business development. Rob holds a Bachelor of Science degree in Business Administration from the University of Phoenix.
Michael Verity, CFA

Michael Verity, CFA

CIO, OWNER

 

Michael Verity, CFA

VICE PRESIDENT AND CHIEF INVESTMENT OFFICER
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As Chief Investment Officer at Lighthouse, Mike oversees the investment management department of the firm. His 20 years of investment management experience is focused on security analysis and portfolio management, as well as high net worth client service. Prior to joining the Lighthouse team, Mike served as an equity analyst and portfolio manager for East West Wealth Management and Bishop Street Capital Management in Honolulu. Mike is a former U.S. Army officer with overseas service in Bosnia. He holds an M.B.A. from the University of Hawaii at Manoa, and a B.A. in Economics & Government from Claremont McKenna College. He is a CFA Charter holder and member of the Orange County chapter of the CFA Institute
Christopher Soukup, CFP®

Christopher Soukup, CFP®

WEALTH MANAGER

Christopher Soukup, CFP®

Christopher Soukup, CFP®

WEALTH MANAGER
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Christopher has been educating clients for 14 years and helping them protect and grow their assets through investment management and financial planning. He has previously worked for several large financial institutions in both a managerial and financial advisor capacity and is committed to the fee-only advice model. Christopher received his Bachelor’s degree from California Polytechnic State University, San Luis Obispo in Business Administration and received his MBA from Western Governors University, and is CERTIFIED FINANCIAL PLANNERTM and a California Registered Tax Preparer. He has 3 primary business beliefs: Everyone should have a plan in place – goals without actions are just dreams, always adding-value to the client experience, and true success is a repeatable process that is both disciplined and process driven.
Jayce Lowe

Jayce Lowe, ChFC®

WEALTH MANAGER

Jayce Lowe

Jayce Lowe, ChFC®

WEALTH MANAGER
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Jayce joined the firm in 2017. As a wealth manager for Lighthouse, Jayce works closely with clients to turn their financial goals into customized strategies. He brings over seven years of experience in financial planning and client service. Prior to joining Lighthouse, Jayce served as a Financial Advisor for NEXT Financial Group, LLC., a Texas-based Broker Dealer and advisory firm specializing in providing investment & financial planning solutions for individual investors. He has also served as a Financial Advisor, and Trading Manager at Lowell Wealth Management, a Broker Dealer and Registered Investment Advisor in Texas that served high net worth clients with financial planning solutions, investment management and alternative investments. Jayce holds a Bachelor’s degree in Personal Financial Planning from Texas Tech University.
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Our Clients Say About Us

Pat Tom
Pat Tom
July 29, 2022.
After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging. It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation. Emails are answered quickly, no matter how serious or trivial the queston. I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors. pat
Nancy Greene
Nancy Greene
July 1, 2022.
I have been with Lighthouse Financial for approximately 10 years. From the beginning, they listened and considered what level of investment I was comfortable with, whether conservative, moderate, aggressive or somewhere in-between. Of course, for me, that was dependent upon what phase of life/work I was at. I was near retirement at that time. I am in it for the long haul, so even with some ups and downs in the market, my long haul graph has shown a steady upward growth. Obviously, in my retirement now, I would like financial stability as well as security, and I have achieved it through Lighthouse Financial.
K “1146kathy” R
K “1146kathy” R
June 7, 2022.
I have been a client of Lighthouse Financial for 18 years. They have helped me prepare for retirement and under their guidance, my portfolio has prospered. I feel most fortunate to have had their advice and guidance through the years. Very highly recommended!
Skip Ferguson
Skip Ferguson
August 20, 2021.
Everyone at Lighthouse Financial is a pleasure to work with. They were able to guide me through a bad decision on an investment. Following there advice saved a tons of money and provided us a great return Wendy and Moya are the best.

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3070 Saturn Street, Suite 101. Brea, CA 92821

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